Anic Equity¶
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Total return since start: 0.562 %¶
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Equity now: -----------------------------> 47703.45 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46308.47 Kr¶
PnL: ---------------------------------------> -580.1 Kr¶
DD now: ---------------------------------> -1.905 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 09:13:05.768495'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.750000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| HMS Networks | 2 | 18.570000 | 820.000000 | 147.000000 | 21.840000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.330000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| Beijer Electronics Group | 26 | -2.810000 | 3052.400000 | 81.400000 | 2.740000 | 2971.000006 |
| SAAB B | 8 | 0.540000 | 3426.400000 | 49.400000 | 1.460000 | 3377.000000 |
| MedCap | 2 | 0.650000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| Corem Property Group B | 59 | -0.100000 | 616.550000 | 39.550000 | 6.850000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.050000 | 392.200000 | 37.200000 | 10.480000 | 355.000000 |
| Resurs Holding | 22 | 0.150000 | 602.800000 | 28.800000 | 5.020000 | 573.999998 |
| AcadeMedia | 12 | 0.000000 | 585.600000 | 28.600000 | 5.130000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Intrum | 4 | 1.810000 | 539.800000 | 12.800000 | 2.430000 | 527.000000 |
| Nordea Bank Abp | 29 | -0.100000 | 3465.500000 | 11.500000 | 0.330000 | 3453.999992 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Swedbank A | 3 | -0.910000 | 574.500000 | 10.500000 | 1.860000 | 564.000000 |
| Securitas B | 6 | 0.270000 | 580.320000 | 10.320000 | 1.810000 | 570.000000 |
| Boozt | 12 | -0.430000 | 1660.800000 | 6.800000 | 0.410000 | 1653.999996 |
| Essity A | 4 | 3.220000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Norva24 Group | 16 | 0.000000 | 546.240000 | 3.240000 | 0.600000 | 543.000000 |
| OEM International B | 7 | -1.300000 | 530.600000 | 2.600000 | 0.490000 | 527.999997 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Essity B | 2 | 2.790000 | 574.800000 | 0.800000 | 0.140000 | 574.000000 |
| Coor Service Management Hold. | 8 | -0.450000 | 532.800000 | 0.800000 | 0.150000 | 532.000000 |
| CTEK | 13 | 0.050000 | 529.360000 | -4.640000 | -0.870000 | 533.999999 |
| Handelsbanken A | 5 | -0.740000 | 535.750000 | -10.250000 | -1.880000 | 546.000000 |
| Midsona B | 63 | -0.110000 | 560.700000 | -22.300000 | -3.830000 | 582.999984 |
| International Petroleum Corp. | 5 | 0.720000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 4.410000 | 557.050000 | -55.950000 | -9.130000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.280000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.160000 | 3675.000000 | -136.000000 | -3.570000 | 3810.999990 |
| OX2 | 18 | 0.450000 | 1409.400000 | -254.600000 | -15.300000 | 1663.999992 |
| Axfood | 13 | -2.220000 | 3497.000000 | -259.000000 | -6.900000 | 3756.000001 |
| Ovzon | 52 | 1.320000 | 2797.600000 | -564.400000 | -16.790000 | 3361.999992 |
| TOTAL | 46308.470000 | -580.100000 | -1.90508% | 46888.564618 |
Updated:¶
'2023-01-26 09:13:18.305838'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
